Today lets tackle a familiar data clean-up problem using Excel – Transposing data.
That is, we want to take all rows in our data & make them columns. Something like this:
The easy solution – use Paste Special > Transpose
Long time Chandoo.org readers already know this. Excel has a built-in feature that lets you transpose data with a single click.
- Just select your original data
- Press CTRL+C to copy
- Go to an empty area and open Paste Special (CTRL+ALT+V)
- Select Transpose.
- Done!
Although this approach works, it creates a copy of your original data. So whenever original numbers change, you must waste precious key strokes & time re-doing the transpose. This is exactly the opposite of awesome.
So, lets move to formulas.
Formula Solution #1 – Using INDEX & Helper cells to transpose a table
Lets say, we have named our original data as myData.
Lets also say myData has 6 rows & 7 columns. That means, the transposed table will have 7 rows & 6 columns.
- Create a 7×6 grid in your worksheet
- About this, write numbers 1 to 6 (cells D20:I20).
- Similarly, write numbers 1 to 7 beside it (cells B23:B29).
- Now use INDEX formula to transpose data like this:
- =INDEX(myData, D$20, $B23)
- Copy this formula all over and you are done!
See the illustration below to understand how this works.
Formula Solution #2 – Using INDEX formula & no helper cells
Sometimes, we cannot really use a helper column. That brings us to our next solution.
In above solution, the helper cells are giving us running numbers from 1 to 6 (and 1 to 7). We can use ROWS() and COLUMNS() formulas to generate these running numbers.
So our new formula will be
=INDEX(myData, COLUMNS($D20:D$20),ROWS($B$23:$B23))
Once you write and copy paste this formula, it will automatically supply the required numbers to INDEX formula and does the magic.
How does it work?
Well, that is for you to figure out. See this illustration to get started.
Formula Solution #3 – Using TRANSPOSE formula
Do you know there is a formula that does all of this. It is called – TRANSPOSE !!!
What is TRANSPOSE formula?
TRANSPOSE formula takes a range of values (or an array) and transposes them and returns another array.
Since this formula always returns an array, we cannot use it in one cell. But we can select a range of cells & then write TRANSPOSE in them and press CTRL+SHIFT+Enter to get the values transposed.
See this demo:
Awesome, isn’t it?
Download Transpose Example Workbook & Play with it
Click here to download the workbook containing all these technique. Play with it to understand these formulas better.
How do you transpose your data?
I prefer using INDEX with ROWS & COLUMNS approach. This is very versatile & elegant. Also this approach lets me extract only a small window of large data set (by offsetting row & column numbers with something like scroll-bar position).
What about you? Which formulas do you use to transpose your data? Please share your tips & ideas using comments.
More formulas for data massaging
If you wrestle often with data & rely on coffee to get going, then you can use some help. Go thru below articles to learn more.
18 Responses to “Best Charts to Compare Actual Values with Targets – What is your take?”
Great post. I can't vote, though, because the answer I want to put down is "it depends". As with all visualisations, you've got to take into account your audience, your purpose, technical skills, where it will be viewed, etc.
I'm with Andy: It depends. Some I would use, some I might use, some I won't touch with a barge pole.
Naturally I have comments 🙂
The dial gauge, though familiar, is less easy to read than a linear type of chart (thermometer or bullet). It's really no better than the traffic lights, because all it can really tell you is which category the point falls in: red, yellow, or green.
By the same token, pie charts are so familiar, people don't know they can't read them. Remember how long it takes kids to learn to read an analog clock?
Bullet charts don't show trends.
With any of the charts that have a filled component and a marker or ine component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
[...] Best Charts to Compare Actual values with Targets (or Budgets … [...]
I voted for #6 even though I agree with the other comments that it depends.
The majority of the votes are for the #2, thermometer chart. I still have yet to understand what happens when you are above plan/goal, which was brought up in yesterday's post.
Also, I agree with Jon in that it would be better to flip the series and make the filled part the target or goal and the line or marker the actual.
I am also a fan of using text when appropriate if the data is among other metrics in a type of dashboard. Calling it out by saying actual and % achievement is a good option.
Another "it depends" vote. Are you just looking at one or are you comparing a number of targets with actuals? You didn't include a text box. The problem with sentences is that they can get lost in a page of gray text. A text box can call attention to the numbers and line them up effectively.
I'm with Jon: "Some I would use, some I might use, some I won’t touch with a barge pole" and I'm surprised that some of your readers voted for the last group.
Jon says:
With any of the charts that have a filled component and a marker or line component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
Why does this make more sense? I like 6 the way it is, although I would use a heavy dash for the plan/target marker.
"It depends" is also my take. What I usually try to drill into my clients dashboard design is the fu ndamental difference between spot results (am I on target for this month) and long term trends.. I always try to create 3 different set of graphs to represent real perormance:
- spot results vs objectives
- cumulative results vs objectives
- long-term trend (moving average) mostly) to see where we're going
[...] Best Charts to Compare Actual Values with Targets – What is your take? (tags: excel charts) [...]
[...] Related: Charting Principles, How to compare actual values with budgets [...]
[...] Excel Charting Alternatives to compare values [...]
Jon says:
With any of the charts that have a filled component and a marker or line component, it makes more sense to use the filled component (area/ column) for target, and the lines or markers for actual.
Why does this make more sense? I like 6 the way it is, although I would use a heavy dash for the plan/target marker.
I totally agree, Bob. I would normally favour a line for the target and a column for the actual, you can see quite easily then which columns break through the line, then.
[...] best charts to compare actual values with targets — den Status mal anders zeigen, z. B. als Tacho [...]
Thermometer charts: "Not appropriate when actual values exceed targets" - this is easily solved by making the "mercury" portion a different color from the border, then you can clearly see where the expected range ends and the actual values keep going.
People seem to knock gauges quite a bit in dashboarding, but trying to show comparison of realtime data between operating sites and targets for each site can easily be done with a bank of gauges that have the optimal operating points at 12 o'clock.
The human eye is great at pattern stripping, and any deviation of a gauge from the expected 12 position will quickly register with an operator and attract his attention. Using a colour background, or meter edge, will also indicate the sensitivity of a particular site.
[…] Best charts to compare actual with target values […]
[…] Best charts to compare actual with target values […]
[…] work laptop I have a favorites folder just dedicated to Excel charts. Its got things like “Best Charts to Compare Actuals vs Targets” and “Best charts to show progress“. I love me some charts […]
I am wondering how will the plotting work, for some of the targets which may have been achieved before time. E.g. for the month of Jul the target was 226 and the actual was 219. So the chart will show a deficit in meeting the target by 7 points but what if this 7 may have been completed earlier in month of June. So ideally it not a deficit.